Fundvisory Insurance

Fundvisory provides modular toolboxes to improve financial advice.

Descrizione del servizio

Fintech & Portfolio Construction. Robo-advisor integration Our robo-advisor digital platform is flexible and modular to easily fit into our partners (banks, insurers, SGP, family offices, IFAs and brokers). Custom allocation models We design allocation models tailored to your constraints and needs. Our portfolio building experience and leading-edge asset allocation research ensure robust and expert models